AO
Advisor OS’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Buy |
853
+51
| +6% | +$53.5K | 0.09% | 166 |
|
|
2025
Q1 | $759K | Buy |
802
+136
| +20% | +$129K | 0.09% | 162 |
|
|
2024
Q4 | $683K | Buy |
666
+310
| +87% | +$318K | 0.08% | 172 |
|
|
2024
Q3 | $338K | Buy |
356
+31
| +10% | +$29.4K | 0.03% | 301 |
|
|
2024
Q2 | $256K | Buy |
325
+56
| +21% | +$44.1K | 0.03% | 332 |
|
|
2024
Q1 | $224K | Buy |
+269
| New | +$224K | 0.03% | 358 |
|
|
2022
Q1 | – | Sell |
-952
| Closed | -$871K | – | 202 |
|
|
2021
Q4 | $871K | Buy |
952
+16
| +2% | +$14.6K | 0.18% | 122 |
|
|
2021
Q3 | $785K | Buy |
936
+1
| +0.1% | +$839 | 0.17% | 111 |
|
|
2021
Q2 | $819K | Sell |
935
-300
| -24% | -$263K | 0.17% | 101 |
|
|
2021
Q1 | $931K | Buy |
1,235
+2
| +0.2% | +$1.51K | 0.21% | 84 |
|
|
2020
Q4 | $889K | Buy |
1,233
+711
| +136% | +$513K | 0.24% | 58 |
|
|
2020
Q3 | $295K | Sell |
522
-434
| -45% | -$245K | 0.12% | 81 |
|
|
2020
Q2 | $520K | Buy |
+956
| New | +$520K | 0.31% | 64 |
|